WAM
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Wealthspire Advisors (Maryland)’s Vail Resorts MTN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-162
Closed -$35K – 1451
2019
Q1 		$35K Sell
162
-27
-14% -$5.52K ﹤0.01% 1050
2018
Q4 		$40K Sell
189
-9
-5% -$2.23K ﹤0.01% 949
2018
Q3 		$54K Hold
198
– – ﹤0.01% 936
2018
Q2 		$54K Buy
198
+7
+4% +$1.71K ﹤0.01% 947
2018
Q1 		$42K Sell
191
-223
-54% -$48.8K ﹤0.01% 1050
2017
Q4 		$88K Buy
414
+55
+15% +$12.3K 0.01% 765
2017
Q3 		$82K Buy
359
+33
+10% +$7.17K 0.01% 787
2017
Q2 		$66K Buy
326
+5
+2% +$1.01K 0.01% 842
2017
Q1 		$62K Buy
321
+6
+2% +$1.06K 0.01% 749
2016
Q4 		$51K Buy
+315
New +$50K 0.01% 761

Other funds holding MTN

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BAMCO Inc
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return